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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,275 | $73,988+27.4% | $96,538-2.3% | $75,177+25.4% |
| Participation rate | 48.5% | 66.4%-17.9pp | 74.3%-25.9pp | 67.2%-18.7pp |
| Annual return | 10.31% | 26.73%-16.4pp | 35.74%-25.4pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,841 | $3,660-22.4% | $4,880-41.8% | $4,126-31.1% |
| Admin fee / account holder | $4,396 | $5,220-15.8% | $6,737-34.8% | $5,651-22.2% |